Precursive Integrations

BUILT FOR SERVICES.
LOVED BY GTM TEAMS.
RUNS ON SALESFORCE.

One platform. One data model. Zero sync issues.
Whether native on Salesforce or via third-party, see how your tech stack could integrate into Precursive.

GO NATIVE. NO SYNC REQUIRED.

Precursive leverages the strengths of Salesforce to create seamless transitions between commercial & delivery teams by integrating with Sales Cloud, CPQ and Einstein. Benefit from Salesforce’s enterprise-grade security, compliance, scalability, and reliability.

Built natively on Salesforce, so services execution lives in the same system where revenue is sold.

SALES CLOUD & CPQ

Convert sold services into executable delivery plans.

Precursive turns Salesforce Opportunities and CPQ line items into structured projects, phases, and resource demand, so what Sales sells is exactly what Services delivers.

CUSTOMER SERVICE

Run managed services directly from Salesforce Cases.

Track service consumption, budgets, and delivery activity in real time, giving teams and customers clear visibility into ongoing work.

SALESFORCE COMMUNITIES

Give customers real-time visibility into delivery.

Customer Workspace provides a shared environment for project plans, progress, tasks, and collaboration, using the same delivery data your team works from.

SLACK

Connect delivery execution to where teams already work.

Automatically create project channels, add the right people, and push key delivery updates and risks into Slack so coordination stays aligned with real delivery progress.

CUSTOM
APPS

Extend Precursive using your Salesforce data model.

Because Precursive is Salesforce-native, it works seamlessly with your custom objects, fields, automations, and workflows without brittle integrations.

SALESFORCE CPQ

Built for CPQ-Driven Services Delivery

Modern services teams sell multiple service lines, packaged offerings, add-ons, and managed services through CPQ. Precursive converts complex quotes into a single, cohesive delivery plan, giving services teams immediate visibility into scope, capacity, timelines, and revenue impact without manual interpretation.

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HR INTEGRATIONS

Native to Precursive

Out of the box integration with Bob, Workday, and BambooHR
Keep resource availability accurate from day one.
Time off and availability flow directly into utilization and capacity planning

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EXTENDING THE ECOSYSTEM.

With delivery execution on the same platform as sales and customer data, teams can extend workflows to support additional requirements such as surveys, status reporting, and stage-gate approvals.

Third-party solutions run on Salesforce, require separate licensing, and may require configuration to work alongside Precursive.

CALENDAR AND EMAIL APPS

Keep delivery aligned with day-to-day communication. Surface meetings, actions, and key updates in Salesforce alongside Precursive so delivery teams stay in sync without switching tools.

WORK AND COLLABORATION

Coordinate delivery across teams that work in different tools. Keep Precursive as the delivery backbone while development teams execute in Jira and collaboration flows through Slack.

AI MEETING ASSISTANTS

Capture delivery signals automatically. Sync notes, actions, and risks from customer and internal meetings alongside Precursive to improve follow-through and visibility.

DOCUMENT MANAGEMENT

Keep delivery artefacts connected to execution. Centralise documents against projects and milestones so teams and customers always see the latest context.

DOCUMENT GENERATION AND E-SIGNATURE

Generate delivery documents from live data. Automate status reports, approvals, and sign-off workflows without manual preparation or duplication.

SURVEYS

Capture customer input at the right moments in delivery. Automate surveys and feedback loops tied to project milestones, phases, or task completion.

FORMS

Collect structured inputs that feed delivery execution. Support intake, readiness checks, and updates that map directly into projects.

CUSTOMER SUCCESS & SUPPORT

Align services and success around the same customer reality. Connect tickets, milestones, and health signals so delivery and success teams operate from shared context.

FINANCE & ERP

Connect delivery execution to financial operations. Use live project, budget, and progress data to support invoicing, revenue recognition, and financial reporting.

AI DEV AND AUTOMATION PLATFORM

Extend delivery workflows with custom automation. Embed AI-driven logic and automation into service execution using Salesforce data.

INTEGRATION AND AUTOMATION PLATFORMS

Automate workflows across the services lifecycle. Trigger actions and data flows between systems while keeping delivery execution anchored in Precursive.

BUSINESS INTELLIGENCE

Extend services visibility into enterprise reporting. Combine delivery, resource, and financial data with broader business metrics for executive insight.

DATA WAREHOUSE

Centralise delivery data for deeper analysis. Feed project, resource, and financial data into your warehouse to support cross-team reporting and analytics.

System Integrators >

Thought Leadership >

What's best about Precursive is its ease of use, especially compared to other tools on the market. The UX is super clean and it's simplicity tying different pieces together, from resource allocation to project milestones, makes it an easy project management tool to use and therefore our adoption of the tool is high. The fact that it's 100% Salesforce native is key."

DAYNA GILES.
Director of Operations | Dealertrack